JP Morgan Chase
RESP

JP Morgan Chase’s WisdomTree U.S. ESG Fund RESP Stock Holding History

JP Morgan Chase’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,839
Closed -$484K – 8090
2023
Q4 		$484K Buy
9,839
+1,418
+17% +$65.5K ﹤0.01% 4821
2023
Q3 		$372K Buy
8,421
+141
+2% +$6.5K ﹤0.01% 4655
2023
Q2 		$380K Sell
8,280
-145
-2% -$6.37K ﹤0.01% 4665
2023
Q1 		$363K Buy
8,425
+34
+0.4% +$1.45K ﹤0.01% 4692
2022
Q4 		$345K Buy
+8,391
New +$346K ﹤0.01% 4744
2021
Q4 		– Sell
-4,428
Closed -$207K – 7066
2021
Q3 		$207K Buy
+4,428
New +$213K ﹤0.01% 5215
2019
Q4 		– Sell
-2,373
Closed -$80K – 5953
2019
Q3 		$80K Hold
2,373
– – ﹤0.01% 4985
2019
Q2 		$79K Hold
2,373
– – ﹤0.01% 5013
2019
Q1 		$77K Hold
2,373
– – ﹤0.01% 4973
2018
Q4 		$67K Hold
2,373
– – ﹤0.01% 4986
2018
Q3 		$79K Hold
2,373
– – ﹤0.01% 5036
2018
Q2 		$75K Buy
+2,373
New +$75.1K ﹤0.01% 4940

Other funds holding RESP

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JP Morgan Chase's RESP Position: Q1 2024 in Review

JP Morgan Chase sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 9,839 shares — an estimated $484K sold.

JP Morgan Chase first reported a position in RESP in Q2 2018 and held it in 12 quarters. The position peaked at $484K in Q4 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

  • JP Morgan Chase reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 9,839 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $484K.
  • JP Morgan Chase first reported a position in WisdomTree U.S. ESG Fund in Q2 2018 and held it in 12 quarters.
  • JP Morgan Chase's WisdomTree U.S. ESG Fund position peaked at $484K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.